§ 13F · FUND PROFILE
Dundas Partners LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1438.6T (13F)Positions · 50Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CL C | 295K | $92.7T | 6.5% | −2% |
| 2 | MSFT | MICROSOFT CORP | 182K | $88.2T | 6.2% | −2% |
| 3 | TSM | TAIWAN SEMICONDUCTOR SP ADR | 282K | $85.7T | 6.0% | ±0% |
| 4 | WRB | WR BERKLEY CORP | 1.16M | $81.4T | 5.7% | −2% |
| 5 | APH | AMPHENOL CORP NEW | 533K | $72.0T | 5.1% | −12% |
| 6 | AMAT | APPLIED MATERIALS INC | 274K | $70.4T | 5.0% | −2% |
| 7 | AXP | AMERICAN EXPRESS CO | 178K | $65.7T | 4.6% | −6% |
| 8 | V | VISA INC CLASS A SHARES | 179K | $62.7T | 4.4% | −2% |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 98K | $57.0T | 4.0% | +3% |
| 10 | ADI | ANALOG DEVICES INC | 202K | $54.7T | 3.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DUNDAS SIGNAL
AC read
Dundas Partners LLP is a Other fund managing $1438626.6 trillion in assets. The fund runs a portfolio of 50 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed